CHICAGO – Alliant CU, the $6 billion credit union, announced yesterday it has contracted with CUNA Brokerage Services, Inc. to provide financial advisory services to its members.
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Products and services provided by CUNA Brokerage Services, through the MEMBERS Financial Services program, will include; retirement planning, wealth management, mutual funds, education funding, 401(k)/pension rollovers, life insurance, long-term care insurance, as well as various other offerings designed around the needs of the credit union’s members.
The CUNA Brokerage representatives will located directly within the credit union space at Alliant locations in Chicago, Illinois and San Mateo, California.
CUNA Brokerage Services is a division of CUNA Mutual Group.
